2023 Form 5500 filing — William F Jackson Jr Dds Pa Profit Sharing Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241006184506NAL0025873632006) for William F Jackson Jr Dds Pa Profit Sharing Plan, reported by William F Jackson Jr Dds Pa under EIN 42-1576426 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10.4KReported net assets$10,383
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241006184506NAL0025873632006
Plan sponsor
William F Jackson Jr Dds Pa
EIN
42-1576426
Plan number
001
Location
Washington, NC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$10.4K total assets
Net assets$10.4KLiabilities
Money in vs. money out
Total income / additions-$6.6K
Total expenses$109.3K
Benefits paid / distributions$109.3K
Full reported line items
Total assets (EOY)
$10,383
Net assets (EOY)
$10,383
Total income / additions
-$6,609
Benefits paid
$109,289
Total expenses
$109,289
Net increase / (decrease)
-$115,898

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241006184506NAL0025873632006 cover?
It is the 2023 Form 5500 filing for William F Jackson Jr Dds Pa Profit Sharing Plan, reported by William F Jackson Jr Dds Pa (EIN 42-1576426).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages